See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,079 | $167,307-45.0% | $143,757-35.9% | $134,475-31.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.19% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,190 | $5,619-25.4% | $4,951-15.4% | $4,740-11.6% |
| Participant deferral / active EE | $2,532 | $6,446-60.7% | $5,637-55.1% | $6,400-60.4% |
| Admin fee / account holder | $115 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |